The Investment Products Specialist supports the design, development, and lifecycle management of investment solutions tailored to high-net-worth and institutional clients. This role combines product expertise, market analysis, and cross-functional collaboration to ensure the delivery of innovative, compliant, and client-centric investment offerings.
Key Responsibilities
Product Development & Support
• Assist in the development and enhancement of investment products such as structured notes, mutual funds, and bespoke solutions.
• Conduct market and competitor analysis to identify trends, gaps, and opportunities.
• Prepare business cases, product documentation, and approval materials
Portfolio & Risk Management
• Liaise with internal and external portfolio managers to support investment decisions.
• Monitor asset allocation and support rebalancing actions in line with client Investment Policy Statements.
• Act as a first line of defense in risk management, ensuring operational and regulatory compliance
Stakeholder Collaboration
• Work closely with legal, compliance, risk, operations, and finance teams to support product delivery.
• Partner with relationship managers and client advisors to gather feedback and refine offerings.
• Represent the investment product function in governance forums and strategic planning sessions
Compliance & Documentation
• Ensure adherence to BSNAML, AML, and Bank Secrecy Act regulations.
• Maintain accurate documentation and support audit and compliance reviews
Qualifications
• Bachelor’s degree in Finance, Economics, or related field; MBA or CFA preferred.
• 5+ years of experience in the investment industry, preferably in product development or portfolio support.
• Strong understanding of capital markets, investment vehicles, and regulatory frameworks.
• Advanced interpersonal and influence management skills.
• Superior analytical and communication abilities.
• Fluency in English; Portuguese and/or Spanish preferred
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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What We Do
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America. Headquartered in São Paulo, Brazil, Itaú is a full-service financial institution that offers a complete spectrum of financial products and services to a broad range of clients, from individuals to the most sophisticated institutional investors. Itaú has operations in 19 countries throughout the Americas, Asia, Middle East and Europe. In the United States, Itaú has offices in Miami and New York with three lines of business offering a broad range of corporate investment, asset management and private banking services. Learn more: - Private Bank (search for "Itaú Private Bank") - Asset Management (search for "Itaú Asset Management") - Corporate & Investment Bank (search for "Itaú BBA") The information contained herein is for reference/informational purposes only, and does not constitute any invitation or recommendation of investments of any kind. The information is provided “as is” and Itaú does not warrant its accuracy, completeness or adequacy, nor does it undertake any obligation to maintain it updated at all times.
